All tagged financial portfolio

Creating passive Income with Joy Schoffler of Upside Avenue

Joy E. Schoffler, Chief Strategy Officer of Upside Avenue, who is an experienced leader within the global financial technology community, having won numerous awards and been featured in leading pubs like Forbes and Inc Magazine. Before joining Upside as CSO, Joy was founder and CEO of Leverage PR and she was able to sell her financial services PR company for a very financially rewarding deal, that still drives passive income to her today.
 
In addition, she’s been able to leverage some investment strategies, along with a powerful referral networking system that drives ongoing income that she does not have to work for. In fact, her passive streams of income have been so valuable to her that she’s been able to take up to a month’s worth of vacation each year, and do several additional getaways throughout the year. www.upsideavenue.com

A New Partnership to Enable More Families to Plan for Their Financial Future with Dave Haney

Dave Hanley, CEO of Tomorrow, is a digital entrepreneur with a social good passion: FinTech, World Economic Forum Young Global Leader, Fulbright Scholar.

Tomorrow was founded in Seattle, WA in 2016 to help families make long-term financial decisions together for the first time, in an easy-to-use app designed to help them plan for the future. Additional information is available at https://tomorrow.me/. Follow us on Facebook and Twitter @TomorrowIdeas.

NFP is a leading insurance broker and consultant that provides employee benefits, property & casualty, retirement and individual private client solutions. Our expertise is matched by our commitment to each client’s goals and is enhanced by our investments in innovative technologies in the insurance brokerage and consulting space. NFP.com.

How Women can Tap into Their Confidence to Build Wealth and Financial Freedom with Bridget Grimes

Bridget Grimes is the founder and president of WealthChoice, a firm focused on helping women turn their professional success into financial success. As an advisor to top-earning female executives, business owners, and attorneys, Bridget draws on more than a decade of experience to create customized financial solutions that help her clients achieve the life they long for. Based in San Diego, California, Bridget enjoys cooking, entertaining, and spending time on the water in the company of her husband and children. www.wealthchoice.com

Investing Smart with Laura McCue, Registered Investment Advisor

Laura McCue is CEO and President of White Oak Financial Management, Inc., a Registered Investment Advisor.  She is passionate about her work in making a positive difference in the lives of her clients.  While Laura uses technical charting strategies seeking to reduce risk and improve performance, her focus remains on the continued progress towards her clients’ personal long-term goals.  She encourages people to live the life they dream about by aligning their financial choices with their core values.

For the past twelve years she has been actively involved with Americans for Fair Taxation serving as the NC State Director and the volunteer District Director for NC- 11.  She has also served as the national fundraising co-chair of Americans for FairTaxation.  Laura was instantly hooked on the FairTax idea upon reading Neal Boortz’s first book, The FairTax, and set out to find out how she could help make it happen. www.whiteoakfinancialmanagement.com &  www.FairTax.org